Brouwer & Janachowski, LLC (Mill Valley)

Name: Brouwer & Janachowski, LLC
Address: 100 Shoreline Highway, Mill Valley, CA, 94941
Telephone: 415-435-8330

Brouwer & Janachowski, LLC is a large advisory firm based in Mill Valley. It manages $1.79 billion of regulatory assets for 1,766 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Louisiana, Michigan, and 4 other states.

Brouwer & Janachowski provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm also engages as minority ownership interest natl adv holdings, inc.

Brouwer & Janachowski: assets under management

The assets under management (AUM) of Brouwer & Janachowski, LLC is $1.79 billion. The firm's AUM has grown by 197% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.15 billion in discretionary accounts and $632.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $653.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $316.45 million.

Brouwer & Janachowski has custody of $53.56 million in cash and securities for 47 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is investment and business development companies, which make up 37% of the firm’s portfolio. Investments in investment grade corporate bonds form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brouwer & Janachowski, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brouwer & Janachowski serves?

The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Brouwer & Janachowski is high net worth individuals with 423 clients and $989.96 million of assets under management. Among the 13 most similar advisory firms, Brouwer & Janachowski has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.78 billion for 736 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Brouwer & Janachowski doesn't advise any private funds.

Careers at Brouwer & Janachowski, LLC

The company employs 21 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brouwer & Janachowski Incorporated	Member	1 Dec 2007	75% - 100%	108880
Kurt Dale Brouwer	Elected manager, vice president, secretary, treasurer	1 Jan 2008	Other	724665
Stephen Richard Janachowski	Elected manager, president, chief executive officer	1 Jan 2008	Other	720086
Suzanne Marie Williamson	Vice president operations, chief compliance officer	1 Jan 2008	Other	1354204
Rita Lee	Vice president	1 Jan 2008	Other	5317352
Rita Lee	Vice president, member	1 Aug 2008	Other	5317352
Jack Hall Scaff	Vice president, member	1 Nov 2008	Other	2578630
Robert Donald Smoke	Vice chairman	1 Nov 2008	Other	1102231
Christopher K I Akamine	Vp, member	1 Jan 2011	Other	4905284
Margaret Pike	Chief operating officer	1 Jul 2014	Other	3255831
Margaret Pike	Chief compliance officer & chief operating officer	1 Jul 2015	Other	3255831
Craig Mccurdy Hughes	Chief compliance officer	1 Oct 2015	Other	5286083
Christian William Thwaites	Chief investment strategist, member	1 Dec 2015	Other	2211553

Based in Mill Valley

The principal office where Brouwer & Janachowski, LLC performs its advisory services is located at 100 Shoreline Highway, Mill Valley, CA 94941, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-435-8330 or by fax 415-289-0192. The normal business hours are 8:00am - 5:00pm pst on Monday - Friday. You can find more information about the New York firm at planningforpartners.com.